SEC
EFOR

Seven Eight Capital’s Everforth Inc EFOR Stock Holding History

Seven Eight Capital’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,298
Closed -$587K – 43
2024
Q3 		$587K Buy
+6,298
New +$584K 0.05% 526
2024
Q1 		– Sell
-2,298
Closed -$221K – 604
2023
Q4 		$221K Sell
2,298
-5,486
-70% -$479K 0.03% 568
2023
Q3 		$636K Buy
+7,784
New +$620K 0.07% 342
2020
Q2 		– Sell
-15,353
Closed -$542K – 326
2020
Q1 		$542K Sell
15,353
-1,731
-10% -$98.1K 0.14% 198
2019
Q4 		$1.21M Buy
17,084
+6,600
+63% +$431K 0.06% 423
2019
Q3 		$659K Buy
+10,484
New +$647K 0.03% 486
2019
Q2 		– Sell
-19,656
Closed -$1.25M – 575
2019
Q1 		$1.25M Sell
19,656
-20,100
-51% -$1.26M 0.07% 328
2018
Q4 		$2.17M Buy
39,756
+17,500
+79% +$1.14M 0.12% 221
2018
Q3 		$1.76M Buy
+22,256
New +$1.92M 0.11% 271

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Seven Eight Capital's EFOR Position: Q4 2024 in Review

Seven Eight Capital sold out of Everforth Inc (EFOR) in Q4 2024, closing a stake of 6,298 shares — an estimated $587K sold.

Seven Eight Capital first reported a position in EFOR in Q3 2018 and held it in 9 quarters. The position peaked at $2.17M in Q4 2018. 309 funds tracked by Wall St. Rank hold EFOR as of Q4 2024.

  • Seven Eight Capital reported no remaining Everforth Inc position as of Q4 2024 after selling out during the quarter.
  • Seven Eight Capital sold 6,298 Everforth Inc shares in Q4 2024, an estimated $587K.
  • Seven Eight Capital first reported a position in Everforth Inc in Q3 2018 and held it in 9 quarters.
  • Seven Eight Capital's Everforth Inc position peaked at $2.17M in Q4 2018.
  • 309 funds tracked by Wall St. Rank held Everforth Inc as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.